Beverly Hills Private Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$129K Buy
2024
Q3
$123K Buy
2024
Q2
$120K Buy
2024
Q1
$114K Buy